About me
Based in Bristol, I am responsible for delivering financial planning and structuring advice to new and existing clients - typically those with more complex affairs.
Working closely with legal and tax professionals, I specialise in tax-efficient investing, retirement planning and Inheritance Tax planning strategies.
Background/Experience
I am a Fellow of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).
I have also completed the CII specialist advanced level pension transfer qualification. This provides the specialist knowledge and skills required by the regulator to advise on the transfer of safeguarded benefits.
My Interests
I have 4 dogs that keep me active, but when I am not walking them I enjoy watching a game of rugby or catching up with friends and family.
My areas of expertise
Contact me via the form above to learn more about...
Helping private clients with their life goals and investment choices
I'm also an expert in...
Where to watch the best rugby in the West Country!
The Investec values of integrity, spirit and customer-focus are what drives our team to deliver exceptional service and solutions to clients.